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Episode 64: Sanctions, spreads & suspense: oil markets brace for OPEC’s weekend mood
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In this week’s Trade with Conviction, Rachel, Phil, and James cut through another whirlwind week in oil markets. From Lukoil’s asset fire sale and CPC exemptions to OPEC’s pre-meeting suspense, the team unpacks how sanctions, refining margins, and global diesel strength are shaping sentiment heading into year-end.
Phil dissects crude’s split personality — WTI’s premium into Europe versus value in Asia — and explains why “MEH needs to soften” is the week’s most important crude takeaway. James returns from Sicily with a bullish distillate outlook, breaking down how new Russian sanctions, tight refining runs, and shrinking jet yields are fuelling diesel’s rally.
Plus, in the quickfire round: gasoline stays resilient despite refinery outages, naphtha gets the skip, and a fire at Al Zour shakes up fuel oil flows.
Learn more about Sparta at www.spartacommodities.com
P.S. “bought the rumour and now sold the fact” - Matt, VP Marketing.
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